CWM
CarsonAllaria Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-20
| Closed | -$4K | – | 373 |
|
|
2022
Q4 | $4K | Hold |
20
| – | – | ﹤0.01% | 241 |
|
|
2022
Q3 | $4K | Hold |
20
| – | – | ﹤0.01% | 235 |
|
|
2022
Q2 | $5K | Hold |
20
| – | – | ﹤0.01% | 227 |
|
|
2022
Q1 | $5K | Hold |
20
| – | – | ﹤0.01% | 241 |
|
|
2021
Q4 | $6K | Buy |
+20
| New | +$6K | 0.01% | 246 |
|